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I'm Rupert Steiner, Barron's London Bureau Chief. You might see my name pop up in your inbox occasionally to help you make sense of market moves when Callum Keown is otherwise engaged. So let's dive in!Dell boosts annual sales outlook on surging server demandDell Technologies raised its annual revenue forecast by $25 billion, to $192 billion, fueled by massive demand for servers that run AI tasks. The company exited the quarter with a record $95 billion backlog in its AI server business. COO Jeff Clarke noted that in the past 12 months, Dell has booked more than $130 billion in server orders as IT environments shift from cost centers to value drivers.&#128738;?Palo Alto results confirm AI is a tailwind for cybersecurityLike last week's earnings for its competitor CrowdStrike, Palo Alto Networks' results confirm that cybersecurity stands out as a likely winner from AI among 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Premarket Gainers","url":"https://stock-news.laohu8.com/highlight/detail?id=2664816826","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664816826?lang=en_us&edition=fundamental","pubTime":"2026-09-02 19:16","pubTimestamp":1788347766,"startTime":"0","endTime":"0","summary":"Julong  stock was up 32% pre-bell Wednesday after a 6% loss at the prior close.Universe Pharmaceuticals  shares were 23% higher after multiple regulatory submissions with the US Securities and Exchange Commission on Monday showed investments representing roughly 10% or more of the company's outstanding Class A ordinary shares.Gitlab  stock was up 18% after the company reported forecast-beating Q2 financial results.Dell Technologies  shares were up 8% after the company posted higher fiscal Q2 adjusted earnings and revenue in addition to lifting its full-year 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Technologies Inc. : Morgan Stanley Raises Target Price to $499.00 from $434.00","url":"https://stock-news.laohu8.com/highlight/detail?id=2664117815","media":"THOMSON REUTERS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664117815?lang=en_us&edition=fundamental","pubTime":"2026-09-02 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Stanley Sticks to Its Hold Rating for Dell Technologies (DELL)","url":"https://stock-news.laohu8.com/highlight/detail?id=2664619815","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664619815?lang=en_us&edition=fundamental","pubTime":"2026-09-02 18:56","pubTimestamp":1788346579,"startTime":"0","endTime":"0","summary":"Morgan Stanley analyst Erik Woodring maintained a Hold rating on Dell Technologies today and set a price target of $499.00. According to TipRanks, ...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/blurbs/morgan-stanley-sticks-to-its-hold-rating-for-dell-technologies-dell-blurbs-news?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/blurbs/morgan-stanley-sticks-to-its-hold-rating-for-dell-technologies-dell-blurbs-news?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["LU2065171402.SGD","LU2065171311.SGD","LU1046421795.USD","DELL","LU0345770993.USD","FXL","LU2065170008.USD","LU0128525689.USD","LU0267386448.USD","LU0976567544.SGD","BK4585","LU2265009873.SGD","LU1804176565.USD","LU1267930227.SGD","BK4170","LU2065169927.USD","LU0345770308.USD","LU1823568750.SGD","BK4588","DLLL","LU0211326755.USD","LU0052756011.USD","LU0211326839.USD","LU0310800965.SGD","BK4543","BK4535","BK4515","WLDR","LU1235294995.USD","LU0496365809.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664454818","title":"Dell Technologies price target raised to $603 from $550 at Barclays","url":"https://stock-news.laohu8.com/highlight/detail?id=2664454818","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664454818?lang=en_us&edition=fundamental","pubTime":"2026-09-02 17:55","pubTimestamp":1788342909,"startTime":"0","endTime":"0","summary":"Barclays raised the firm’s price target on Dell Technologies (DELL) to $603 from $550 and keeps an Overweight rating on the shares following the ea...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/the-fly/dell-technologies-price-target-raised-to-603-from-550-at-barclays-thefly-news?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/the-fly/dell-technologies-price-target-raised-to-603-from-550-at-barclays-thefly-news?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["LU1046421795.USD","BK4585","LU0345770993.USD","LU2065171402.SGD","LU2065169927.USD","LU1804176565.USD","LU2065171311.SGD","DELL","LU0211326755.USD","WLDR","LU2265009873.SGD","BK4543","DLLL","LU0496365809.HKD","LU0976567544.SGD","BK4515","LU0211326839.USD","LU0052756011.USD","LU2065170008.USD","BK4588","BK4170","LU0267386448.USD","LU0345770308.USD","FXL","LU0310800965.SGD","LU1823568750.SGD","LU1267930227.SGD","LU1235294995.USD","LU0128525689.USD","BK4535"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664890738","title":"Stocks to Watch: GitLab, Dell, Broadcom","url":"https://stock-news.laohu8.com/highlight/detail?id=2664890738","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664890738?lang=en_us&edition=fundamental","pubTime":"2026-09-02 17:36","pubTimestamp":1788341760,"startTime":"0","endTime":"0","summary":"GitLab . Shares of the maker of software-development tools soared premarket after its second-quarter result topped expectations both on revenue and earnings.Dell Technologies : Shares rose 9% premarket after it reported a big earnings and revenue beat thanks to demand for its servers.BP : The U.K. oil major said that its interim chairman Ian Tyler would take on the role permanently, succeeding Albert Manifold, who was removed in May.Volvo Car : The Swedish automaker posted lower global car sales in the three months through August compared with the previous quarter. Shares declined in Stockholm.Broadcom : The chip maker reports earnings after markets 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